PPrivate Fund Data Log in Join · $37/mo

Lyle, Allan Glen

● SEC registered since 1982CRD 10603SEC# 801-16717San Rafael, CA
Export (members)
Reg. AUM
$203.5M
Employees
2
Accounts
145
Location
San Rafael, CA

Lyle, Allan Glen assets under management

Lyle, Allan Glen is a registered investment adviser overseen by the SEC based in San Rafael, CA. The firm has been registered since 1982. It reports $203.5 million in regulatory assets under management and employs 2 people.

Lyle, Allan Glen owners & executives

1 reported
NameTitleOwnershipSince
Allan Glen Lyle ControlOwner Chief Compliance OfficerOver 75%1982

Frequently asked questions

How much does Lyle, Allan Glen manage?

Lyle, Allan Glen reports $203.5 million in regulatory assets under management on its Form ADV.

How many employees does Lyle, Allan Glen have?

Lyle, Allan Glen reports 2 employees.

Where is Lyle, Allan Glen located?

Lyle, Allan Glen is based in San Rafael, CA and has been SEC-registered since 1982.

Does Lyle, Allan Glen disclose fund performance?

Lyle, Allan Glen is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address165 North Redwood Drive, Suite 208, San Rafael, CA 94903-1974
Phone415-492-9240
Fax415-499-9014
Office hours8:30 a.m. To 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$86.8M
Non-discretionary$116.7M
Total (RAUM)$203.5M